Executive Personal Assistant / Accountant

Executive Personal Assistant/Accountant

A successful and growing organization is seeking a sharp, polished accounting professional to support the personal financial affairs of a high-net-worth executive. This highly visible role requires exceptional discretion, strong accounting expertise, and the ability to independently manage complex financial matters.

Key Responsibilities

• Manage personal accounting, banking, investments, expenses, and cash flow
• Reconcile bank, brokerage, and credit card accounts
• Prepare financial reports, net worth statements, and cash flow analyses
• Coordinate with CPAs, wealth advisors, attorneys, bankers, and tax professionals
• Support tax preparation and maintain organized financial records
• Monitor financial obligations, investments, real estate holdings, trusts, and related entities
• Identify discrepancies and proactively resolve issues
• Serve as a trusted advisor on personal financial matters

Qualifications

• Bachelor's degree in Accounting, Finance, or related field
• CPA required or strongly preferred; CFA highly desirable
• 5+ years of accounting, finance, family office, private wealth, or executive support experience
• Experience supporting high-net-worth individuals, business owners, or executives
• Strong understanding of financial reporting, reconciliations, and tax-related processes
• Advanced Excel skills and accounting systems experience (QuickBooks preferred)
• Exceptional attention to detail, discretion, and professionalism
• Highly organized, proactive, and able to operate independently

Candidates must come from:

• Family Office
• Private Wealth Management
• Executive/Personal Accounting
• Public Accounting (CPA)
• Investment Management or Private Banking (CFA)
• Trust & Estate Administration

This is an excellent opportunity for a smart, trusted finance professional who enjoys working directly with executive leadership and handling sophisticated personal financial matters in a confidential environment.

Equal Opportunity Employer/Veterans/Disabled

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The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act

• Los Angeles City Fair Chance Ordinance

• Los Angeles County Fair Chance Ordinance for Employers

• San Francisco Fair Chance Ordinance